The client profile page brings together a client’s cases, household, documents, notes, tasks, income, and forms in a single tabbed view you can act on directly.
The client profile page is your primary workspace for an individual client. You reach it by clicking any row in the Clients list or by searching for a client by name or BP-ID. The page header shows the client’s full name as a breadcrumb trail (Clients › Name) and stays visible as you move between tabs.
The profile is divided into tabs, each focused on a different aspect of the client’s record. Click any tab heading to switch to it.
Overview
Programs
Household
Financials
Documents
Activity
Tasks
Payment Info
Invoices
The Overview tab displays the client’s core demographic information and a summary of their packet status. From here you can edit all personal details and view or update fields such as:
Full name, date of birth, phone, and email
Mailing address (street, city, state, ZIP)
Language preference and marital status
US citizenship, country of birth, and immigration status
Disability flag and health insurance details
Packet status (Draft, In Progress, Complete, or Submitted to DCF)
Editing basic info: Click the Edit button next to any field group to enter edit mode. Make your changes, then click Save to commit them. Changes are applied immediately and logged in the Activity tab.
The Programs tab lists every case record associated with the client — one per program enrollment. Each case shows:
Program name (Medicaid, SNAP, TCA, ACA, etc.)
Case number and DCF case number
Enrollment status with a color-coded badge
DCF status (for Medicaid cases)
Renewal date and reminder date
Assigned staff member
Status badge colors:
Status
Color
Enrolled
Green
Pending Review / In Review
Amber
Denied / Closed / Ineligible
Red
Renewal Due
Purple
ACA Pipeline
Blue
Returned
Orange
You can update the DCF status, set renewal reminders, and add a new enrollment cycle directly from each case card. To open a detailed case view, click the case card.
The Household tab lists everyone added as a household member during intake or since. Each member shows their name, relationship, date of birth, sex, US citizen status, and whether they are applying for benefits. You can add new members or edit existing ones from this tab.
The Financials tab contains income entries, asset information, and expense details. Income entries show the type (Employment, SSI, SSA, Other), source, and monthly amount. You can add, edit, or remove entries from this tab.
The Documents tab shows all files uploaded to the client’s record, organized by category. See Documents for full upload and management instructions.
The Activity tab is a chronological audit log of every action taken on the client record — edits, status changes, document uploads, note additions, and form signings — with the acting staff member and timestamp for each entry.
The Tasks tab lists all open and completed tasks linked to this client. See Adding tasks below for how to create a new one.
The Payment Info tab stores the client’s preferred payment methods (check, cash, Zelle, ACH, credit/debit card, etc.) used for any fees or transactions associated with their cases.
The Invoices tab shows any invoices generated for this client, with their status (Draft, Pending, Paid, Overdue, or Cancelled) and outstanding balance.
The SSN is stored encrypted and is never displayed in plain text by default. On the Overview tab, the SSN field shows •••-••-XXXX (last four digits only) to all users.
Revealing the full SSN requires elevated permissions. If your role does not include SSN access, the reveal button will not appear. Contact your administrator if you need access.
You can book a follow-up appointment for a client directly from their profile.
1
Open the queue or appointment area
From the client profile header, click Schedule Appointment (if available) or navigate to the Queue section and create an appointment linked to this client by their BP-ID.
2
Set appointment details
Choose the date, time, reason (New Application, Renewal, Status Check, Document Drop-Off, Follow-Up, or ACA Review), assigned staff member, and any notes.
3
Confirm
Click Save. The appointment appears in the Queue and in the client’s queue history.
The profile displays a Release Auth badge showing whether a current authorization is on file and how many days remain until it expires. Authorizations expiring within 15 days show an amber warning. Expired or missing authorizations show in red.To add a new authorization, go to the Overview section and use the release authorization controls to record the authorized person, their relationship to the client, and the expiry date.
The profile tracks the four intake acknowledgements signed during intake — Marketplace Release, Enrollment & Coverage Disclosure, Income Attestation, and DCF Access Authorization — with their signed timestamps and expiry dates. You can re-collect signatures and view the status of each form here.